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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,008 | $77,814+86.4% | $158,223-8.4% | $86,983+66.7% |
| Participation rate | 94.1% | 68.4%+25.7pp | 79.2%+14.9pp | 69.5%+24.6pp |
| Annual return | 12.78% | 30.54%-17.8pp | 52.09%-39.3pp | 25.83%-13.1pp |
| Employer contribution / active EE | $6,894 | $2,592+166.0% | $4,109+67.8% | $2,584+166.7% |
| Participant deferral / active EE | $7,664 | $3,270+134.4% | $5,467+40.2% | $4,194+82.8% |
| Admin fee / account holder | $38,047 | $5,879+547.1% | $16,047+137.1% | $7,856+384.3% |